TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.18%
1,126
127
$262K 0.18%
4,558
-281
128
$261K 0.18%
+5,500
129
$259K 0.18%
4,205
-1,086
130
$247K 0.17%
3,205
+225
131
$242K 0.17%
+2,515
132
$238K 0.17%
+3,450
133
$237K 0.16%
+2,335
134
$232K 0.16%
+12,800
135
$230K 0.16%
990
136
$229K 0.16%
6,100
-1,600
137
$229K 0.16%
11,000
138
$228K 0.16%
+1,170
139
$222K 0.15%
+5,320
140
$220K 0.15%
+1,035
141
$217K 0.15%
1,562
-35
142
$216K 0.15%
+1,933
143
$215K 0.15%
+5,430
144
$214K 0.15%
4,746
145
$212K 0.15%
+906
146
$206K 0.14%
+963
147
$163K 0.11%
12,800
-500
148
$144K 0.1%
10,440
+52
149
– –
-1,352
150
– –
-763
3 4 5
6
7